Method Community

Hi Cameron, Sorry for the late reply. There is an action in the Clear / New button (within the More Actions... button, listed as an Event) that sets the Activity Status dropdown to "Completed". This action set gets called on screen load, so this is why you're experiencing this issue. Go ahead and change action 5 in this list ...

Hi Brad, Our Web-To-Lead forms can be customized. What type of information are you looking to collect? - Justin

Hi industrialrobotix, Since not all users use Estimates, I don't think this is something we'll add as a feature. It's definitely something you could accomplish through customization, however. - Justin

Hi TracTechSystems, You can do this by filtering the export with a script. We have a Help Center article that explains how to do this here. It uses some other date fields in one of its examples. Hope this helps! - Justin 

Hi s.mcneal, Since most users don't make use of Customer:Jobs, I don't think it's something we'll add to our stock screens. However, you can easily customize this information into your own Contact List screen by adding the Entity field as a column in the grid. This also allows you to search the grid by Entity ...

Hi GetRXd, Method only remembers transactions for a certain number of days (31 by default). You can change this value by navigating to QuickBooks > Synchronize in Method and setting the dropdown under "Transaction History". When you say not all the transactions for you customer are in their account, are you referring to ...

Hi Andrew, As this isn't something I can really troubleshoot over the forums, I've created a support case for a member of our team to reach out via phone. They'll do a screensharing session and take a look at this issue with you. - Justin

For anyone else experiencing this issue in future, please ensure the MethodSupport user is active and send an email to support@method.me with your Company Account Name and the Report Name of the report you would like restored. - Justin

Hi Robert, Is this still an issue for you? Let me know and I'll create a case if necessary. - Justin

Hi s.mcneal, You should be able to customize as much detail as you need into Method:New. Can I ask for some more detail? - Justin